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Name Holding Trade Value Shares
Change
Change in
Stake
SHF
2651
Stage Harbor Financial
Massachusetts
$271K +$255K +635 New
WIC
2652
WealthBridge Investment Counsel
Alberta, Canada
$270K – – –
RGC
2653
Roberts, Glore & Co
Illinois
$270K -$6.03K -15 -2%
CWM
2654
Chicago Wealth Management
Illinois
$270K -$4.82K -12 -2%
SCA
2655
Sandy Cove Advisors
Massachusetts
$269K +$253K +631 New
FDS
2656
Freedom Day Solutions
Texas
$269K – – –
GA
2657
GSG Advisors
New Jersey
$268K +$24.1K +60 +10%
FWP
2658
FAS Wealth Partners
Kansas
$268K +$42.6K +106 +20%
CWA
2659
Carolina Wealth Advisors
South Carolina
$267K – – –
DWM
2660
Dogwood Wealth Management
Kansas
$267K +$251K +625 New
GJIA
2661
Glass Jacobson Investment Advisors
Maryland
$266K +$38.2K +95 +18%
BTIM
2662
BancFirst Trust & Investment Management
Oklahoma
$266K – – –
GAMC
2663
Garner Asset Management Corp
Texas
$265K -$8.04K -20 -3%
WMA
2664
West Michigan Advisors
Michigan
$265K +$2.81K +7 +1%
FFA
2665
Fi3 Financial Advisors
Indiana
$265K -$60.7K -151 -20%
LGG
2666
Luts & Greenleigh Group
Maryland
$262K +$402 +1 +0.2%
HI
2667
Humankind Investments
New York
$262K -$8.04K -20 -3%
NG
2668
Northstar Group
New York
$261K – – –
FBB
2669
Fulton Breakefield Broenniman
Maryland
$261K -$18.1K -45 -7%
CRWM
2670
Castle Rock Wealth Management
California
$261K -$1.21K -3 -0.5%
TVWM
2671
Tower View Wealth Management
Wisconsin
$259K +$2.41K +6 +1%
TWP
2672
Tempus Wealth Planning
California
$259K +$3.21K +8 +1%
WE
2673
Wealth Effects
Massachusetts
$258K +$22.1K +55 +10%
TCM
2674
Tufton Capital Management
Maryland
$258K +$10.4K +26 +4%
KPWG
2675
KFA Private Wealth Group
Virginia
$257K +$6.83K +17 +3%